Senior Private Client Advisor

Bank of America; Ponte Vedra Beach (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Bank of America is seeking a senior private banking professional in the United States to lead client management and growth initiatives for high-net-worth clients. The role emphasizes delivering a branded client experience, cross‑team collaboration, and deep wealth advisory capabilities.

Responsibilities include developing opportunities, managing risk, and presenting holistic solutions across wealth, credit, and asset management.

Qualifications

• Series 7, 63 and 65 (or Series 7 and 66) licenses; must obtain within 90 days of start date.
• 12+ years of private banking and/or complex financial services experience.
• Ability to drive new business development for target client segment ($3MM+ investable assets).
• Ability to present to clients a holistic approach leveraging the Private Bank platform.
• Strong leadership and client engagement skills with team collaboration.

Responsibilities

• Lead client process management within the team to identify new business opportunities.
• Source new clients in alignment with risk appetite.
• Deliver meaningful interactions and a branded client experience.
• Develop deep understanding of clients’ needs and wealth strategy; adapt to changes.
• Advocate for clients as trusted advisor with integrated wealth, credit, banking, and asset management recommendations.
• Foster adoption of digital capabilities and collaborate with internal partners.

Skills

Business development

Client management

Wealth planning

Advisory

Prospecting

Relationship building

Risk management

Negotiation

Communication

Attention to detail

Team collaboration

Loan structuring

Education

MBA or Post-Graduate Degree

Professional certifications (CFP, CPA, CFA, CTFA, CFM, JD)

High School Diploma / GED

Job description

Bank of America is seeking a senior private banking professional in the United States to lead client management and growth initiatives for high-net-worth clients. The role emphasizes delivering a branded client experience, cross‑team collaboration, and deep wealth advisory capabilities.

Responsibilities include developing opportunities, managing risk, and presenting holistic solutions across wealth, credit, and asset management.